Spectrum Planning & Advisory Services’s iShares Dynamic Short-Term Active ETF CSHP Stock Holding History

Spectrum Planning & Advisory Services's CSHP Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its iShares Dynamic Short-Term Active ETF (CSHP) stake by 29% in Q2 2026, selling an estimated $104K and leaving 2,621 shares worth $261K. The position accounts for 0.12% of the portfolio, ranked #96.

Spectrum Planning & Advisory Services first reported a position in CSHP in Q1 2026 and has held it in 2 quarters since. The position peaked at $365K in Q1 2026. 2 funds tracked by Wall St. Rank hold CSHP as of Q2 2026.

• Spectrum Planning & Advisory Services held 2,621 shares of iShares Dynamic Short-Term Active ETF worth $261K as of Q2 2026.
• Spectrum Planning & Advisory Services sold 1,047 iShares Dynamic Short-Term Active ETF shares in Q2 2026, an estimated $104K.
• iShares Dynamic Short-Term Active ETF made up 0.12% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #96 holding.
• Spectrum Planning & Advisory Services first reported a position in iShares Dynamic Short-Term Active ETF in Q1 2026 and has held it in 2 quarters since.
• Spectrum Planning & Advisory Services's iShares Dynamic Short-Term Active ETF position peaked at $365K in Q1 2026.
• 2 funds tracked by Wall St. Rank held iShares Dynamic Short-Term Active ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.